NewEdge Wealth’s Concert Pharmaceuticals, Inc. CNCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-547,501
| Closed | -$3.2M | – | 644 |
|
|
2022
Q4 | $3.2M | Hold |
547,501
| – | – | 0.14% | 141 |
|
|
2022
Q3 | $3.67M | Buy |
547,501
+210,526
| +62% | +$1.41M | 0.17% | 126 |
|
|
2022
Q2 | $1.42M | Hold |
336,975
| – | – | 0.06% | 237 |
|
|
2022
Q1 | $1.14M | Sell |
336,975
-44,351
| -12% | -$150K | 0.05% | 212 |
|
|
2021
Q4 | $1.2M | Buy |
+381,326
| New | +$1.2M | 0.05% | 219 |
|